Gentreo News & Blog
Successor Trustee Duties When the Grantor is Incapacitated
Becoming a successor trustee is a responsibility many don’t expect to handle until they need to step in. It’s a role of trust, care, and
Estate Planning No-No’s: Common Mistakes to Avoid
Estate planning is a critical step to ensure your loved ones are cared for, and your wishes are honored after you’re gone. While many people
Choosing the Right Executor for Your Estate: A Step-by-Step Guide to Help
Choosing an executor is one of the most critical decisions you’ll make during the estate planning process. This person will be responsible for carrying out
Prepare for Estate Planning Conversations this Holiday Season
Here’s a checklist to guide your family estate planning conversation over the holidays. This can help ensure the discussion is productive, respectful, and covers key
Do’s and Don’t of Estate Planning Discussions
Here is a helpful list of Do’s and Don’ts for discussing and working on your estate plan with your family and loved ones: Do’s: Don’ts:
Why the Holidays Are the Ideal Time for Estate Planning Conversations
For many families, the holidays are one of the few times a year when everyone is gathered together. The warmth, gratitude, and togetherness of the
